If you made a mistake on the invoice, you have three options to fix the problem:

Modify invoice

Create credit note

Delete the invoice

If the invoice hasn't been sent but you have downloaded it as PDF, the easiest option is to modify the invoice. To modify an invoice, open the invoice and click Tools - Modify invoice.

Modifying the invoice will create a new invoice draft. Original invoice will still be there so you can go back to it if necessary.

Invoice and reference numbers will stay the same. At this stage you can make the necessary changes to the invoice. Changes are confirmed only after you send the invoice.

By sending that invoice it will replace the previous one. That is, new invoice replaces the original one. After sending the invoice you can not get back to the original invoice.

If your customer wants a credit note, you can create one by clicking Create credit note on the invoice. Note that you can only credit the whole invoice and not a part of it.  

If you need to create a partial credit, then credit the whole invoice and create a new invoice instead.

If you have added payments to the invoice you wish to credit, you need to remove all the payments before you are able to create a credit note.

Read how to add or remove payments:

How to mark invoices paid or partly paid?

This means that you are creating a negative invoice from that original invoice which will therefore zero it out in your revenue. Original invoice will stay in your ledger and it will have a Credited status. So creating a credit note will not delete the original invoice but it will delete it from receivables. 

The easiest way to then create a new invoice is to copy the Credited status invoice to a new invoice. For that, open that invoice, click Tools - Copy invoice:

The copied invoice will contain all the information of the previous invoice. However, the invoice number and reference number will change as this is a new, individual invoice. So this is not the same thing as editing an invoice. Corrections can then be made on the basis of an incorrect invoice and the entire invoice does not have to be made from scratch.

If it is the last sent invoice, you can delete it. This way the next invoice number will be the same as was in the deleted invoice. To delete invoice open the invoice and click Tools - Delete invoice. After that, you can create a new invoice. 

Be careful in deleting invoices because once deleted, it can not be restored.

Note that you can only delete the first and last invoices. If you have created invoices after that invoice, you can not delete it and you should create a credit note.

Modifying an invoice does not apply to e-invoices. Modifying means changing the invoice in your Isolta's account and not the invoice you sent to your customer. Always send the modified invoice to your customer.

Deleting the invoice will delete the download link from your customers email. Invoice is deleted from the cloud so your customer can not download or print it after you have deleted it This does not apply if your customer has copied the invoice before you deleted it. 

Deleting the invoice will not delete invoices send as e-invoice or via postal service. You can not cancel the invoice by deleting it. 

If your customer has received the invoice, we recommend you to ask your customer whether they wish to get a credit note from the original invoice. Modified and/or deleted invoice can not be restored and therefore can not be credited. 

If you have any further questions, check out our other FAQ articles or contact us! We are happy to help!